The full website is great if you want to look deeper into their personalized financial recommendations and see what type of financial offers you may qualify for. (upgradedpoints.com)
Then you have each state's insurance department which oversees insurance agents who may also be making financial recommendations, such as advising on the purchase of a fixed annuity or life insurance product. (sensiblemoney.com)
Led monthly meetings with directors to analyze spending and provide financial recommendations. (livecareer.com)